WisdomTree, Inc.
WT- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
In the last 90 days, WisdomTree, Inc. insiders filed 0 open-market purchases and 1 sale; 312 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in WisdomTree, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 176
- +26 vs. Q1 2021
- Shares held
- 106.4M
- +958.3K (+0.9%) vs. Q1 2021
- Total value
- $659.7M
- +$627.9K (+0.1%) vs. Q1 2021
- New holders
- 36
- 60 more added
- Sold out
- 10
- 52 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 312 | $2.71B |
| Q1 2026 | 312 | $2.35B |
| Q4 2025 | 288 | $1.93B |
| Q3 2025 | 269 | $2.15B |
| Q2 2025 | 247 | $1.48B |
| Q1 2025 | 256 | $1.15B |
| Q4 2024 | 271 | $1.37B |
| Q3 2024 | 233 | $1.23B |
| Q2 2024 | 224 | $1.16B |
| Q1 2024 | 205 | $1.05B |
| Q4 2023 | 195 | $792.0M |
| Q3 2023 | 179 | $748.8M |
| Q2 2023 | 181 | $720.3M |
| Q1 2023 | 148 | $632.3M |
| Q4 2022 | 158 | $606.6M |
| Q3 2022 | 157 | $517.7M |
| Q2 2022 | 163 | $560.7M |
| Q1 2022 | 176 | $634.9M |
| Q4 2021 | 169 | $642.4M |
| Q3 2021 | 167 | $588.7M |
| Q2 2021 | 176 | $659.7M |
| Q1 2021 | 150 | $659.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,387,807 | $120.2M | 0.00% | −845,369−4.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 16,514,927 | $102.4M | 0.77% | −4,070,308−19.8% | Reduced |
| Vanguard Group Inc | 13,732,505 | $85.1M | 0.00% | +382,802+2.9% | Added |
| Massachusetts Financial Services Co | 8,007,396 | $49.6M | 0.01% | −23,357−0.3% | Reduced |
| State Street Corp | 4,284,855 | $26.6M | 0.00% | +216,843+5.3% | Added |
| Azora Capital LP | 4,044,409 | $25.1M | 3.90% | +100,248+2.5% | Added |
| Bank of New York Mellon Corp | 3,595,673 | $22.3M | 0.00% | +542,952+17.8% | Added |
| Dimensional Fund Advisors LP | 3,333,541 | $20.7M | 0.01% | −53,435−1.6% | Reduced |
| Geode Capital Management, LLC | 2,191,862 | $13.6M | 0.00% | +51,876+2.4% | Added |
| Toroso Investments, LLC | 1,763,428 | $10.9M | 0.43% | +1,086,787+160.6% | Added |
| Morgan Stanley | 1,700,384 | $10.5M | 0.00% | +578,514+51.6% | Added |
| Millennium Management LLC | 1,685,036 | $10.4M | 0.01% | +1,241,355+279.8% | Added |
| Norges Bank | 1,645,336 | $10.2M | 0.00% | +348,950+26.9% | Added |
| Northern Trust Corp | 1,530,563 | $9.49M | 0.00% | +13,949+0.9% | Added |
| Renaissance Technologies LLC | 1,528,079 | $9.47M | 0.01% | −698,800−31.4% | Reduced |
| Capital Management Corp | 1,523,530 | $9.45M | 2.00% | +271,610+21.7% | Added |
| Charles Schwab Investment Management Inc | 1,325,591 | $8.22M | 0.00% | −20,249−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,255,900 | $7.79M | 0.02% | +864,500+220.9% | Added |
| Gillson Capital LP | 1,187,889 | $7.37M | 0.69% | +247,330+26.3% | Added |
| Ameriprise Financial Inc | 1,003,888 | $6.22M | 0.00% | +111,723+12.5% | Added |
| Fisher Asset Management, LLC | 966,189 | $5.99M | 0.00% | −12,973−1.3% | Reduced |
| Principal Financial Group Inc | 797,102 | $4.94M | 0.00% | +10,632+1.4% | Added |
| Parametric Portfolio Associates LLC | 744,261 | $4.61M | 0.00% | +15,323+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 579,400 | $3.59M | 0.04% | −88,400−13.2% | Reduced |
| Nuveen Asset Management, LLC | 552,526 | $3.43M | 0.00% | −137,508−19.9% | Reduced |
| D. E. Shaw & Co., Inc. | 526,924 | $3.27M | 0.00% | −102,981−16.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 507,475 | $3.15M | 0.02% | −12,685−2.4% | Reduced |
| Invesco Ltd. | 493,537 | $3.06M | 0.00% | +28,027+6.0% | Added |
| Goldman Sachs Group Inc | 465,346 | $2.88M | 0.00% | +395,340+564.7% | Added |
| Deutsche Bank AG | 454,093 | $2.82M | 0.00% | +8,256+1.9% | Added |
| BlueMar Capital Management, LLC | 411,309 | $2.55M | 0.59% | +11,167+2.8% | Added |
| Rhumbline Advisers | 357,494 | $2.22M | 0.00% | −68,224−16.0% | Reduced |
| Citadel Advisors LLC | 340,832 | $2.11M | 0.00% | +75,382+28.4% | Added |
| Two Sigma Investments, LP | 327,402 | $2.03M | 0.01% | +327,402 | New |
| Legal & General Group Plc | 302,786 | $1.88M | 0.00% | −71,852−19.2% | Reduced |
| Swiss National Bank | 247,700 | $1.54M | 0.00% | −23,400−8.6% | Reduced |
| Public Sector Pension Investment Board | 230,072 | $1.43M | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 215,025 | $1.33M | 0.02% | +215,025 | New |
| Diametric Capital, LP | 204,774 | $1.27M | 0.92% | −189,978−48.1% | Reduced |
| Two Sigma Advisers, LP | 203,300 | $1.26M | 0.00% | +117,200+136.1% | Added |
| New York State Teachers Retirement System | 197,042 | $1.22M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 191,085 | $1.19M | 0.00% | −18,816−9.0% | Reduced |
| Wells Fargo & Company | 181,390 | $1.12M | 0.00% | +15,160+9.1% | Added |
| Federated Hermes, Inc. | 179,713 | $1.11M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 175,578 | $1.09M | 0.00% | +14,364+8.9% | Added |
| Alliancebernstein L.P. | 153,770 | $953.0K | 0.00% | −32,400−17.4% | Reduced |
| Interval Partners, LP | 152,319 | $944.0K | 0.06% | +5,653+3.9% | Added |
| UBS Asset Management Americas Inc | 142,314 | $882.3K | 0.00% | +55,844+64.6% | Added |
| PDT Partners, LLC | 138,859 | $861.0K | 0.06% | +60,481+77.2% | Added |
| Prelude Capital Management, LLC | 132,670 | $823.0K | 0.05% | −130,309−49.6% | Reduced |
| Bank of America Corp | 129,991 | $806.0K | 0.00% | −265,850−67.2% | Reduced |
| Tudor Investment Corp Et Al | 122,745 | $761.0K | 0.02% | +122,745 | New |
| Prudential Financial Inc | 121,234 | $752.0K | 0.00% | −10,052−7.7% | Reduced |
| New York State Common Retirement Fund | 117,729 | $730.0K | 0.00% | +1,129+1.0% | Added |
| ExodusPoint Capital Management, LP | 114,404 | $709.0K | 0.01% | +114,404 | New |
| Barclays PLC | 106,049 | $657.0K | 0.00% | −56,635−34.8% | Reduced |
| JPMorgan Chase & Co | 105,370 | $653.0K | 0.00% | −84,911−44.6% | Reduced |
| DuPont Capital Management Corp | 105,188 | $652.0K | 0.02% | +105,188 | New |
| Clearbridge Investments, LLC | 103,927 | $644.0K | 0.00% | −6,511−5.9% | Reduced |
| Comerica Bank | 105,818 | $631.0K | 0.00% | −8,603−7.5% | Reduced |
| Credit Suisse AG | 95,719 | $594.0K | 0.00% | −8,574−8.2% | Reduced |
| Great West Life Assurance Co | 95,366 | $591.0K | 0.00% | −5,953−5.9% | Reduced |
| Thrivent Financial for Lutherans | 91,718 | $569.0K | 0.00% | −584−0.6% | Reduced |
| Citigroup Inc | 88,866 | $551.0K | 0.00% | +47,854+116.7% | Added |
| HSBC Holdings PLC | 87,738 | $544.0K | 0.00% | −8,090−8.4% | Reduced |
| American International Group, Inc. | 87,790 | $544.0K | 0.00% | −2,675−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,099 | $534.0K | 0.01% | −555−0.6% | Reduced |
| Squarepoint Ops LLC | 85,242 | $529.0K | 0.00% | +61,878+264.8% | Added |
| Texas Permanent School Fund | 83,610 | $518.0K | 0.01% | −335−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 81,948 | $508.0K | 0.00% | +729+0.9% | Added |
| HRT Financial LP | 82,037 | $508.0K | 0.00% | +82,037 | New |
| M&T Bank Corp | 81,710 | $507.0K | 0.00% | −23,220−22.1% | Reduced |
| Balyasny Asset Management LLC | 80,683 | $500.0K | 0.00% | +45,840+131.6% | Added |
| Qube Research & Technologies Ltd | 78,226 | $485.0K | 0.01% | +78,226 | New |
| State of Alaska, Department of Revenue | 77,643 | $481.0K | 0.00% | +1,579+2.1% | Added |
| Group One Trading, L.P. | 76,223 | $473.0K | 0.01% | +26,713+54.0% | Added |
| Susquehanna Fundamental Investments, LLC | 73,951 | $458.0K | 0.01% | −43,400−37.0% | Reduced |
| Royal Bank of Canada | 70,023 | $435.0K | 0.00% | +59,033+537.2% | Added |
| Amalgamated Bank | 64,302 | $399.0K | 0.00% | +52,247+433.4% | Added |
| State Board of Administration of Florida Retirement System | 63,883 | $396.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 58,645 | $364.0K | 0.00% | +58,645 | New |
| Voya Investment Management LLC | 58,195 | $361.0K | 0.00% | −3,761−6.1% | Reduced |
| Price T Rowe Associates Inc | 54,631 | $339.0K | 0.00% | −13,454−19.8% | Reduced |
| Globeflex Capital L P | 54,567 | $338.0K | 0.06% | 00.0% | Unchanged |
| Paloma Partners Management Co | 54,229 | $336.0K | 0.01% | +54,229 | New |
| Los Angeles Capital Management LLC | 53,670 | $333.0K | 0.00% | −49,047−47.7% | Reduced |
| Santa Monica Partners LP | 52,766 | $327.0K | 0.20% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 52,266 | $324.0K | 0.03% | −16,500−24.0% | Reduced |
| Louisiana State Employees Retirement System | 50,600 | $314.0K | 0.01% | −500−1.0% | Reduced |
| Trexquant Investment LP | 49,738 | $308.0K | 0.03% | +49,738 | New |
| Oregon Public Employees Retirement Fund | 46,839 | $290.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 44,287 | $275.0K | 0.00% | +44,287 | New |
| Bank of Montreal | 40,055 | $265.0K | 0.00% | +8,956+28.8% | Added |
| Mackenzie Financial Corp | 41,306 | $256.0K | 0.00% | +41,306 | New |
| BNP Paribas Arbitrage, SA | 40,109 | $248.7K | 0.00% | −29,088−42.0% | Reduced |
| State of Tennessee, Treasury Department | 40,049 | $248.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 39,069 | $242.0K | 0.00% | −1,478−3.6% | Reduced |
| Caxton Associates LP | 38,137 | $236.0K | 0.03% | −5,647−12.9% | Reduced |
| MetLife Investment Management | 37,245 | $230.9K | 0.00% | −18,974−33.8% | Reduced |
| Metropolitan Life Insurance Co | 36,527 | $226.5K | 0.00% | +6,969+23.6% | Added |